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UK Equity Income Bulletin

James Lowen and Clive Beagles review their fund’s performance in May, a month which saw the recovery in global stock markets continue.

  • James Lowen
  • Clive Beagles
31 May 2020

UK Equity Income Bulletin

James Lowen and Clive Beagles review their fund’s performance in May, a month which saw the recovery in global stock markets continue.

31 May 2020

Positioned for recovery

An update from James and Clive on the Fund's recent performance and their current positioning.

14 May 2020

Emerging Markets Spotlight

Emerging markets to avoid: the JOHCM Global Emerging Markets Opportunities team provide their top down analysis.

12 May 2020

Under the Bonnet

Alex and Tom provide a portfolio update in a month where equity markets retraced some of their previous month’s losses. 

05 May 2020

A View from Asia

Samir's thoughts on the three stages of the pandemic and the companies benefiting. 

04 May 2020

UK Equity Income Bulletin

The latest Bulletin from James and Clive with a comprehensive Fund dividend update. 

30 Apr 2020

Assessment of Value Report

The Board of JOHCM Funds (UK) Limited has conducted an annual Assessment of Value of our four UK-domiciled funds to review whether the funds are providing value for our investors.

09 Apr 2020

Under the Bonnet

An update from the JOHCM UK Dynamic team in a month when investors had to contend with unprecedented conditions.

08 Apr 2020

Management behaving better

Rachel Reutter and Michael Ulrich, co-managers of the JOHCM UK Opportunities Fund, welcome an end to the years of companies as cash machines.

07 Apr 2020

Global Value and Income Dispatch

Q1 review: In the midst of chaos, there is also opportunity.

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